The foundation of sound financial counsel is built on a genuine, trusted relationship. But true guidance offers more than just advice. At the heart of an effective financial plan is a bespoke strategy that fits your individual needs and aspirations in life.

Our focus is your financial well-being and success. That’s why we believe in taking a comprehensive approach – one that carefully considers all aspects of your life, including the ups and downs along the way. Explore how our family office approach can help you pursue your goals.

Meet our Team


Patty Otterson